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Watsco, Incorporated shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Watsco, Incorporated (WSO.B) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Watsco, Incorporated

Tip: Access up to 7 years of quarterly data

All positions including Watsco, Incorporated held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $359k 868 413.15

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Top funds holding Watsco, Incorporated

Dimensional Fund Advisors
Gabelli Funds
Financial Advisory Service
Goldman Sachs Group
Df Dent & Co
Modern Wealth Management
Morgan Stanley
Beacon Pointe Advisors
Crews Bank & Trust
Umb Bank N A
Tower Research Capital
BlackRock

View all funds holding Watsco, Incorporated